Job Description

Job Description

commission as well

room for growth

Company Description

Reach out to the lead:

Enter lead into CRM
Assign lead to sales rep
Follow up with leads to schedule appointment
Follow up with sales rep for accountability

Measurements
Ordering measurements through your preferred platform:

Eagleview
Hover
Quik Measure GAF
Roof Scope
Roofr

Estimate —- Create estimates using the information from measurement reports

Send an estimate to the homeowner or insurance company
Follow up to make sure the estimate was received and reviewed

Contracts
Prepare the agreement with the information provided by the sales rep

Request approval, and send the agreement to the client
Follow up to make sure it was received and approved

Preparation is key:

Docs
Applying and paying for permits

Uploading permits and receipts into CRM
Ensure that all the documentation is uploaded: measurements, estimate, signed, contract, permits, etc.

Ins
For claims, our team will follow up with the insurance company and the adjuster.

• It is important to note that most of the time, the homeowner will take care of the claim. Sometimes, the roofing company will take care of it, and sometimes, they will hire a public adjuster to handle it

Order mateyqlm
After the contract is signed and all the documentation is in order, we order materials and create an order material form

Reach out to the supplier to ensure the order was received

Schedule
Install

Follow up with supplier a few days before delivery to validate delivery date

Schedule crews based on availability
Schedule dumpster
Schedule job date with homeowner ands sales rep

Post - Sales Support:

Supplementing
The project manager (sales rep) is responsible for reporting any extra expenses. Once the supplement is ready, we will:

Send supplement to insurance company
Follow up with the insurance company to make sure it was received and reviewed
Follow up with the insurance company to know if it was approved and when the money is going to be released

Invoice
There are several tasks related to invoicing and collections we can work on:

Creating and sending invoices using QuickBooks
Creating and sending an electronic payment request through the CRM
Scheduling a check pick-up with the homeowner
Following up with the insurance company to know if payment was released
Following up with homeowner regarding payments due via email

Closing job
COC (certificate of completion)

Photo report to back up COC
Manufacturer warranty
Labor warranty
Letter of completion

Quality control

Calling home-owner requesting feedback about job

Request referrals
Drop Ship gifts example: When a customer invests over the selected amount of your choice, you can express gratitude with a special gift delivered right to their door. Choose from options like a delightful edible arrangement, a sleek cutting board, or another carefully selected item. Our team handles the entire process, and all details are updated in your CRM.

We organize your organization:

Sops
Each task needs to have its own internal SOP

SOPs will always be updated

Crm
Our team has certified CRM professionals.

Ensure timely and accurate uploading of photos and documents into the CRM platform
Streamline the progression of your current job pipeline
Regularly review and verify data integrity to maintain accurate and up-todate records in the CRM.

Here are a few of the platforms we currently use:

ACCULYNX
ATLAS
CHECKK IT
COMPANY CAM
DATAPINS
EAGLEVIEW
FOLLOW UP CRM
GTR (GET THE REFERRAL)
HAIL REPORT
HAIL TRACE
HUBSPOT
JOBNIMBUS
MARKET SHARP
MONDAY.COM
NETSUIT
QUICK MEASURE GAF
QUICKBOOKS
ROOF HUB
ROOF SCOPE
ROOFR
SALES RABBITS
SLACK
SOLCIUS
SOLO
SUMO QUOTE
SUN POWER

Company Description

Reach out to the lead:\r\n\r\n Enter lead into CRM\r\n Assign lead to sales rep\r\n Follow up with leads to schedule appointment\r\n Follow up with sales rep for accountability\r\n\r\nMeasurements\r\nOrdering measurements through your preferred platform:\r\n\r\n Eagleview\r\n Hover\r\n Quik Measure GAF\r\n Roof Scope\r\n Roofr\r\n\r\nEstimate —-\r\nCreate estimates using the information from measurement reports\r\n\r\n Send an estimate to the homeowner or insurance company\r\n Follow up to make sure the estimate was received and reviewed\r\n\r\n\r\nContracts\r\nPrepare the agreement with the information provided by the sales rep\r\n\r\n Request approval, and send the agreement to the client\r\n Follow up to make sure it was received and approved\r\n\r\n\r\nPreparation is key:\r\n\r\nDocs\r\nApplying and paying for permits\r\n\r\n Uploading permits and receipts into CRM\r\n Ensure that all the documentation is uploaded: measurements, estimate, signed, contract, permits, etc. \r\n\r\n\r\nIns\r\nFor claims, our team will follow up with the insurance company and the adjuster. \r\n \r\n* It is important to note that most of the time, the homeowner will take care of the claim. Sometimes, the roofing company will take care of it, and sometimes, they will hire a public adjuster to handle it\r\n\r\nOrder mateyqlm\r\nAfter the contract is signed and all the documentation is in order, we order materials and create an order material form\r\n\r\n Reach out to the supplier to ensure the order was received\r\n\r\n\r\nSchedule\r\nInstall\r\n\r\nFollow up with supplier a few days before delivery to validate delivery date\r\n\r\n Schedule crews based on availability\r\n Schedule dumpster\r\n Schedule job date with homeowner ands sales rep\r\n\r\n\r\nPost - Sales Support:\r\n\r\nSupplementing\r\nThe project manager (sales rep) is responsible for reporting any extra expenses. Once the supplement is ready, we will: \r\n \r\n\r\n Send supplement to insurance company\r\n Follow up with the insurance company to make sure it was received and reviewed\r\n Follow up with the insurance company to know if it was approved and when the money is going to be released\r\n\r\n\r\nInvoice\r\nThere are several tasks related to invoicing and collections we can work on:\r\n \r\n\r\n Creating and sending invoices using QuickBooks\r\n Creating and sending an electronic payment request through the CRM\r\n Scheduling a check pick-up with the homeowner\r\n Following up with the insurance company to know if payment was released\r\n Following up with homeowner regarding payments due via email\r\n\r\n \r\n\r\nClosing job\r\nCOC (certificate of completion)\r\n\r\n Photo report to back up COC \r\n Manufacturer warranty\r\n Labor warranty \r\n Letter of completion\r\n\r\n\r\nQuality control\r\n\r\nCalling home-owner requesting feedback about job\r\n\r\n Request referrals\r\n Drop Ship gifts example: When a customer invests over the selected amount of your choice, you can express gratitude with a special gift delivered right to their door. Choose from options like a delightful edible arrangement, a sleek cutting board, or another carefully selected item. Our team handles the entire process, and all details are updated in your CRM. \r\n\r\n\r\nWe organize your organization:\r\n\r\nSops\r\nEach task needs to have its own internal SOP\r\n\r\n SOPs will always be updated\r\n\r\n\r\n\r\n\r\nCrm\r\nOur team has certified CRM professionals.\r\n \r\n\r\n Ensure timely and accurate uploading of photos and documents into the CRM platform\r\n Streamline the progression of your current job pipeline\r\n Regularly review and verify data integrity to maintain accurate and up-todate records in the CRM.\r\n\r\n \r\n\r\nHere are a few of the platforms we currently use: \r\n\r\n ACCULYNX\r\n ATLAS\r\n CHECKK IT\r\n COMPANY CAM\r\n DATAPINS\r\n EAGLEVIEW\r\n FOLLOW UP CRM\r\n GTR (GET THE REFERRAL)\r\n HAIL REPORT\r\n HAIL TRACE\r\n HUBSPOT\r\n JOBNIMBUS\r\n MARKET SHARP\r\n MONDAY.COM\r\n NETSUIT\r\n QUICK MEASURE GAF\r\n QUICKBOOKS\r\n ROOF HUB\r\n ROOF SCOPE\r\n ROOFR\r\n SALES RABBITS\r\n SLACK\r\n SOLCIUS\r\n SOLO\r\n SUMO QUOTE\r\n SUN POWER